Firm
Virgil Wealth Advisory
Cincinnati, Ohio
Fee-only
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | virgilwealth.com |
| Phone | (513) 334-7054 |
Virgil Wealth Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"We charge a flat fee of $1,500 for estate plans" source
"We charge a fee of 0.75% of all assets under management (AUM)." source
"We charge a fee of 0.75% of all assets under management (AUM)." source
"We charge a flat fee of $1,500 for estate plans" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 11 |
| Financial planning | Offered |
| Form ADV filed | April 13, 2026 |
| SEC record | CRD 304882 |